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Portfolio (Quarterly) Guide ↗

Kelly Financial Services LLC

· CIK 0002023336
13F Portfolio $467M AUM 141 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 53 Added 42 Reduced 17 Exited
Page 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADI ANALOG DEVICES INC Technology 614.0 $244K 0.05% NEW $397.14 -5.8%
122 JGRO J P MORGAN EXCHANGE TRADED F 2,455.0 $242K 0.05% NEW $98.59 -5.1%
123 SMH VANECK ETF TRUST 366.0 $240K 0.05% NEW $656.09 -15.5%
124 NVS NOVARTIS AG Healthcare 1,529.0 $240K 0.05% +30.0 +2.0% $156.67 +2.0%
125 TER TERADYNE INC Technology 495.0 $239K 0.05% NEW $483.74 -24.2%
126 JAVA J P MORGAN EXCHANGE TRADED F 2,990.0 $237K 0.05% +151.0 +5.3% $79.42 +4.8%
127 BUFG FIRST TR EXCHNG TRADED FD VI 7,944.0 $233K 0.05% $29.32 +1.8%
128 CERY SPDR SERIES TRUST 6,921.0 $231K 0.05% NEW $33.43 +13.5%
129 SIVR ABRDN SILVER ETF TRUST Financial Services 4,095.0 $230K 0.05% -163.0 -3.8% $56.22 +16.4%
130 MCD MCDONALDS CORP Consumer Cyclical 842.0 $228K 0.05% -141.0 -14.3% $270.23 -0.4%
131 ETN EATON CORP PLC Industrials 520.0 $222K 0.05% NEW $426.27 -3.6%
132 VTEB VANGUARD MUN BD FDS 4,376.0 $221K 0.05% NEW $50.58 -2.0%
133 ASML ASML HLDG NV Technology 111.0 $221K 0.05% NEW $1989.71 -12.3%
134 JETS ETF SER SOLUTIONS 6,639.0 $221K 0.05% NEW $33.22 -10.3%
135 GD GENERAL DYNAMICS CORP Industrials 618.0 $219K 0.05% $354.18 +6.2%
136 PAYX PAYCHEX INC Industrials 2,215.0 $218K 0.05% +342.0 +18.3% $98.32 +26.9%
137 JNK SPDR SERIES TRUST 2,202.0 $212K 0.04% NEW $96.37 -0.3%
138 EBND SPDR SERIES TRUST 9,941.0 $208K 0.04% NEW $20.92 +1.9%
139 UNP UNION PAC CORP Industrials 754.0 $205K 0.04% NEW $271.99 +13.6%
140 MS MORGAN STANLEY Financial Services 968.0 $202K 0.04% NEW $208.98 +3.0%
Page 7 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.9%
Financial Services 24.5%
Basic Materials 11.7%
Industrials 9.5%
Consumer Cyclical 9.2%
Healthcare 4.6%
Energy 4.3%
Communication Services 4.1%
Consumer Defensive 3.1%
Real Estate 0.6%